Scott Parent (CRD# 2628201) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Specialty Investment Group, LLC | Irvine, CA | Dec 2015 - Current | 8 |
| Innovative Capital Management | Irvine, CA | Nov 2000 - Current | 23 |
| Finance 500 Advisory Services, Inc. | Irvine, CA | May 1995 - Jul 2016 | 21 |
| Finance 500, Inc. | Irvine, CA | May 1995 - Jul 2014 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
- CA
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$334,615
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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